Financial Planning
Request InfoFinancial Planning Degree
Overview
理财规划师了解投资、储蓄和资金管理的来龙去脉. 你将学会引导客户度过他们生命中最重要的时刻，并在他们艰难的时候成为他们的资源.
这是一个以项目为基础的课程，不仅能让你为CFP委员会考试做好准备, but also gives you real, hands-on experience that will help you in your career. The best part? 在楔石学院这样做可以让你在一个你喜欢的小校园里建立一个很棒的专业网络.
我们的CFP委员会注册项目满足了这个高增长和利润丰厚的工作的所有教育要求.
Hybrid Program Benefits
通过我们与Rize的合作，该项目包括在线课程作为课程的一部分. These online courses offer students cutting-edge curriculum, greater scheduling flexibility, access to nationwide experts in the field, and access to even more resume-ready skills.
In this program, you will learn about:
- Working with clients to set goals and assess risk tolerance
- Risk management and insurance planning
- 投资于证券市场、风险/回报、股票、债券、期权、期货
- Tax consequences and lawful tax-minimizing tactics
- Financial planning for retirement
- Tax and non-tax considerations in estate planning
Giant Careers for Financial Planners
财务管理职位的数量预计将增长17%, 是平均工作的两倍，93%的理财规划师对自己的职业非常满意.
Personal Financial Analyst
对经理、产品、投资选择进行研究/分析并提供建议.
$68,532
Median salary
Wealth Management Advisor
与高净值客户建立一对一的关系，管理投资组合.
$97,176
Median salary
Personal Financial Manager
制定全面的财务计划，以满足客户独特的财务目标.
$134,180
Median salary
Curriculum
这个项目的一些课程通过Rize Education进行虚拟教学.
Course Requirements
In addition to a strong foundation of business, accounting, and communications, 学生完成的课程致力于为您提供成为财务规划专业人员所需的知识和经验. These courses include:
- ACCT 3150 Tax Planning
- ACCT 3185 Gen Principals of Financial Planning
- ACCT 4120 Retirement Savings and Investment
- ACCT 4125 Estate Planning
- BUSN 3175 Risk Management and Insurance
- BUSN 3180 Investment Planning
- BUSN 4920 Financial Plan Development
FAQs
Do I really need a degree to work in Financial Planning?
是的，CFP委员会要求获得学士学位. 拥有注册财务规划学位在收入潜力和薪水方面提供了巨大的优势. 拥有学士学位的人的失业率也要低50%, and on average they make an additional $630,000 to $900,000 over their lifetime, even more in high growth fields like this one.
How do I become a Certified Financial Planner?
要成为注册理财规划师，学生必须完成四个关键要求:
- Education
- Complete a bachelor’s degree
- 完成CFP委员会注册项目的七门课程
- Exam
- 完成一项170道题，6小时多项选择题的考试，考试时间为3月、7月和11月
- Experience
- Complete 6,在财务规划方面有超过5000小时的专业经验, or complete 4,000 hours of an apprenticeship. 这些经验必须在参加考试后的五年内完成 see details here.
- Ethics
- 完成职业道德声明表格并通过背景调查
Keystone的财务规划学位将帮助您满足这些要求.
Was this program really created with corporate partners?
Yes! 唯一能确保我们的课程能给你找到工作所需的技能，并教会你解决现实世界中真正重要的问题的方法，就是和那些真正在做这件事的人合作. 我们与财富500强公司和专业领域的专家合作，这意味着他们数十亿美元的专业知识将反映在你在这里学习的所有内容中.
What will my career look like?
Financial planning is huge, 我们的毕业生可以利用他们梦寐以求的技能获得许多不同类型的高增长就业. 如果帮助普通人最大化他们的财务未来的想法是有吸引力的, you may wish to work directly with families. If corporate strategy is more appealing to you , 你可能想在一家名牌公司的财务部门工作. As a Certified Financial Planning grad, 各行各业的高薪机会基本上是无穷无尽的.
How do I know if I’m interested in this major?
If you are interested in the generation and growth of wealth, 如果你想帮助别人实现他们的财务目标, 如果你正在寻找一个能为不同的高增长职业打开大量大门的学位, if you want to have a job that never gets boring, 如果你想获得一套技能，使你在职业发展中越来越有价值, you should consider this major.
What is a flipped classroom?
翻转课堂的重点不在讲课上, but on discussion, projects, and problem-solving. 翻转课堂的学生有机会获得更多的教师反馈, and as a result have been found to learn much, much faster.
How do I know if I’m interested in this major?
If you have a passion for gaming, if you want to work with people to build awesome projects, 如果你正在寻找一个能为不同的高增长职业打开大量大门的学位, if you have a knack for creativity , 如果你正在寻找一种方式来参与塑造游戏和电子竞技的未来, you should consider this major.
What does live class optional mean?
Flexibility. 可选的现场课程意味着我们的课程可以异步完成, 但是你仍然可以和你的老师一起参加现场课程. 许多学生更喜欢现场互动的学习方式, 而其他学生则喜欢这种灵活性，只要他们适合自己的时间表就可以做.
Who will be in my class?
这个专业是Keystone College和Rize Education独家合作的一部分, which means you’ll be learning with students from your campus, 以及来自全国各地精选学校的学生. 我们的目标是帮助你在毕业之前就开始在你的行业中建立一个全国性的人际网络.
Do I need to be a math whiz to study Financial Planning?
Nope! Although this major does involve math, 定量课程相对较轻，不涉及抽象的数学概念. Rest assured that no matter how good (or bad) you are at math, 这可能是你开始高薪职业的专业!
Program Goals
- Explain the core concepts of financial planning.
- 以清晰和具体的方式传达复杂的财务概念.
- 认识财务法规和管理财务规划职业的道德原则.
- 制定全面的财务计划，包括财务规划的各个方面.
Contact
Dr. Patricia Davis
570-945-8424
patricia.davis@thebowloflife.com
Program
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